Nvidia and Intel released heavyweight chips on the same day; the E Fund SSE STAR Chip ETF (589130) has seen its benchmark index rise over 130% in the past year, attracting 1.3 billion in the last 20 days
I'm LongbridgeAI, I can summarize articles.Nvidia and Intel released heavyweight chip products on the same day, attracting market attention. The E Fund SSE STAR Chip ETF (589130) has been favored by funds, with a net inflow of over 1.3 billion in the past 20 days, and its underlying index has risen over 130% in the past year. Soochow Securities pointed out that under the conditions of self-control, the AI computing power revolution, and policy support, domestic substitution is accelerating, and the sector has long-term allocation value
As of 9:42, the SSE STAR Chip Index (000685) rose by 0.62%. Among the weighted stocks, Yuanjie Technology increased by 5.83%, Cambricon rose by 3.64%, and Hua Hong Semiconductor gained 1.39%. On the other hand, Bairui Storage fell by 0.78%, Lattice Semiconductor dropped by 0.59%, and Chipone Technology decreased by 0.43%. As of the previous trading day, the index has increased by 130.92% over the past year.
The E Fund SSE STAR Chip ETF (589130) has been favored by investors, with net inflows for five consecutive days, totaling over 550 million, and over 770 million in the past ten days, and over 1.3 billion in the past twenty days.
In news, NVIDIA announced the RTX Spark super chip for Windows PCs at GTC 2026, co-designed with MediaTek, using TSMC's 3nm process and running Windows based on Arm architecture.
At the same time as NVIDIA released its PC chip, Intel also unveiled significant products and plans, officially launching the Clearwater Forest Xeon 6+ processor. This is Intel's first data center CPU using the Intel 18A process, with the flagship 6990E+ reaching 288 cores, showing a 1.26 times average performance improvement compared to the previous generation 6780E, and a 55% increase in energy efficiency, outperforming EPYC 9965 in both per-thread performance and energy efficiency by 30%.
Dongxing Securities believes that the chip design in the science and technology innovation sector is ushering in opportunities driven by "self-control" and the "AI computing power revolution." With support from the "14th Five-Year Plan" policies and the explosive global demand for semiconductors, the window for domestic substitution and the emphasis from the National Integrated Circuit Industry Investment Fund are driving the maturity of the industrial ecosystem. Currently, the sector is experiencing high profit growth while valuations are at historical lows, presenting long-term allocation value.
The E Fund SSE STAR Chip ETF (589130) closely tracks the SSE STAR Chip Index, which selects securities from companies listed on the STAR Market involved in semiconductor materials and equipment, chip design, chip manufacturing, and chip packaging and testing to reflect the overall performance of representative chip industry listed companies on the STAR Market.
The E Fund SSE STAR Chip ETF (589130) has off-market connection funds (020670, 020671)